Step 1. Getting to know you
We start by asking questions about you and your family and your investment needs. We explain our approach and introduce you to our team. Then together, we decide if it makes sense to move forward and work together.
Step 2. Analyzing the data
The next step is for us to consider your financial situation and analyze the details you have provided, including reviewing your assets, liabilities, and other financial information so we can get a clear understanding of where you are in your financial journey.
Step 3. Creating your plan
Next, we design your personalized wealth plan using our robust planning tools. We meet and discuss your choices, provide you with information and considerations, and outline a strategy that works to integrate all of the pieces of your financial life into a thoughtful wealth plan.
Step 4. Implementing the strategies
From there, we go to work putting your plan into motion and implementing the tailored investment strategies outlined in your plan. Your strategies will align your assets to the goals you want to fulfill.
Step 5. Review your plan
Based on how often you’d like to meet, we will set up a schedule to review progress towards your goals and make any adjustments based on changes to your life or goals.
The goal is to help you make informed financial decisions that have a real and lasting impact on your life and for future generations.